Which returned more over the last year, JBND or SCHZ?

In the year to Oct 9, 2026, with distributions reinvested, JBND returned −1.1% and SCHZ −1.5%.

Which is cheaper, JBND or SCHZ?

SCHZ is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

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JBND vs SCHZ: Differences, Returns & Fees

JBND's duration was 6.2 years on May 31, 2026 and SCHZ's 5.8 on Jun 30, 2026; SCHZ charges 0.03% to JBND's 0.25%. Net assets: $8.9bn on Oct 9, 2026 for JPMorgan Active Bond ETF, and $10.6bn on Jun 30, 2026 for Schwab U.S. Aggregate Bond ETF.

SCHZ costs 0.22 points a year less; their one-year returns differ by 0.4 points.

	JBND	SCHZ
Expense ratio	0.25%	0.03%
Net assets, JBND as of Oct 9, 2026 and SCHZ as of Jun 30, 2026	$8.9bn	$10.6bn
Total return, 1 year	−1.1%	−1.5%
What it tracks	No index, actively managed	Bloomberg US Aggregate Bond Index
Holdings in common	10%
Below its high	4.2%, high on Feb 27, 2026	5.0%, high on Aug 4, 2020

Holdings in common uses holdings dated May 31, 2026 and Jun 30, 2026.

−1.1%

JBND total return, 1 year

−1.5%

SCHZ total return, 1 year

0.25%

JBND expense ratio

0.03%

SCHZ expense ratio

What they hold in common

By the books each fund has filed, JBND and SCHZ hold 10% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Jun 30, 2026.

50%

half

10% in common

Positions both hold, largest shared weight first

Holding JBND SCHZ

U.S. Treasury Notes, due Aug 15, 2034 1.86% 0.36%

U.S. Treasury Notes, due Feb 15, 2034 1.49% 0.36%

U.S. Treasury Notes, due Nov 15, 2033 1.79% 0.36%

U.S. Treasury Notes, due Feb 15, 2033 0.31% 0.29%

U.S. Treasury Notes, due Feb 15, 2032 1.46% 0.28%

U.S. Treasury Notes, due Nov 15, 2034 0.27% 0.37%

U.S. Treasury Notes, due Oct 31, 2030 0.67% 0.25%

U.S. Treasury Notes, due Dec 31, 2030 0.45% 0.24%

U.S. Treasury Notes, due Aug 31, 2030 0.68% 0.23%

U.S. Treasury Notes, due Sep 30, 2030 0.23% 0.24%

U.S. Treasury Notes, due Jan 15, 2028 0.29% 0.21%

U.S. Treasury Notes, due Aug 31, 2029 1.69% 0.21%

Only in JBND

U.S. Treasury STRIPS Bonds, due Feb 15, 2036 1.21%

U.S. Treasury STRIPS Bonds, due Aug 15, 2037 0.90%

U.S. Treasury STRIPS Bonds, due Feb 15, 2038 0.89%

FNMA/FHLMC UMBS, Single Family, 30 Year, due Jun 25, 2056 0.79%

U.S. Treasury STRIPS Bonds, due Nov 15, 2030 0.76%

U.S. Treasury STRIPS Bonds, due Nov 15, 2037 0.72%

U.S. Treasury STRIPS Bonds, due Aug 15, 2035 0.69%

FNMA/FHLMC UMBS, Single Family, 30 Year, due Jun 25, 2056 0.61%

Only in SCHZ

U.S. Treasury Notes, due Feb 15, 2036 0.39%

U.S. Treasury Notes, due May 15, 2034 0.37%

U.S. Treasury Notes, due Nov 15, 2035 0.36%

U.S. Treasury Notes, due Jan 31, 2028 0.35%

U.S. Treasury Notes, due Aug 15, 2033 0.33%

U.S. Treasury Notes, due May 15, 2031 0.32%

U.S. Treasury Notes, due May 15, 2033 0.31%

U.S. Treasury Notes, due Nov 15, 2032 0.31%

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On the same fields

JBND

JPMorgan Active Bond ETF

SCHZ

Schwab U.S. Aggregate Bond ETF

Where it sits Bond ETF Bond ETF

Issuer JPMorgan Schwab

What it is Actively managed Tracks an index

Total return, 1 year −1.1% −1.5%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −18.4 pts −18.8 pts

Expense ratio 0.25% 0.03%

Holdings 1757 12326

Net assets, JBND as of Oct 9, 2026 and SCHZ as of Jun 30, 2026 $8.9bn $10.6bn

JBND and SCHZ on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

JBND in plain words

JBND is actively managed and tracks no index. The prospectus expense ratio is 0.25% a year. It sat 4.2% below its high of Feb 27, 2026 on Oct 9, 2026.

Over the year to Oct 9, 2026 it returned −1.1% with distributions reinvested, against −1.6% for its benchmark, the Bloomberg U.S. Aggregate Index.

SCHZ in plain words

SCHZ tracks an index. The prospectus expense ratio is 0.03% a year. It sat 5.0% below its high of Aug 4, 2020 on Oct 9, 2026.

Over the year to Oct 9, 2026 it returned −1.5% with distributions reinvested, against −1.6% for its benchmark, the Bloomberg US Aggregate Bond Index.

Questions people ask

Which returned more over the last year, JBND or SCHZ?: In the year to Oct 9, 2026, with distributions reinvested, JBND returned −1.1% and SCHZ −1.5%.
Which is cheaper, JBND or SCHZ?: SCHZ is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

JBND vs SPAB JBND vs VCRB BIV vs JBND JBND vs TAGG SCHZ vs SPAB SCHZ vs VCRB SCHZ vs UITB AVIG vs SCHZ

JBND on its own →SCHZ on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

JBND filings on SEC EDGAR ↗JBND prospectus with the expense ratio (SEC) ↗JPMorgan website ↗SCHZ filings on SEC EDGAR ↗SCHZ prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, JBND against SCHZ, data as of Oct 9, 2026. https://etfiq.com/compare/any/jbnd-vs-schz

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.